President/chief Compliance Officer · Measured Risk Portfolios
Lawrence D. Kriesmer
CRD 1574511 · Named on Form ADV at one SEC-registered adviser
At a glance
Measured Risk Portfolios, an SEC-registered wealth manager based in SAN Diego, CA with $597 million in regulatory assets, lists Lawrence D. Kriesmer on its Form ADV as President/chief Compliance Officer, a control person.
Firms and roles
- Measured Risk PortfoliosPresident/chief Compliance OfficerWealth manager · SAN Diego, CA · $597M in regulatory assets
AtlasMembers
Lawrence’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Bernard A. SurovskyChief Investment Officer, Measured Risk Portfolios
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lawrence’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.